Broker Articles
Articles about choosing the right brokerage for your situation.
Recent Articles
July 29, 2025 | By
Joel O'Leary
Why I'm Prioritizing My 401(k) Over Everything Else in 2025
This year I'm planning to max out my 401(k) contributions. Here's why it's the smartest, simplest investment move I can make right now.
July 28, 2025 | By
Joel O'Leary
How My $1,000 Bonus Could Grow Into $17,449 -- if I Invest It Right
I got a $1,000 investment bonus from work. Instead of chasing hot stocks for a quick win, I'm aiming for long-term growth with boring index funds.
July 27, 2025 | By
James McClenathen
Can You Retire With $400,000 in 2025?
Wondering if $400,000 is enough to retire in 2025? Here's how high yields, Social Security, and smart spending can help you stretch your savings.
July 23, 2025 | By
Jake FitzGerald
Can You Retire With $500,000 in 2025?
Thinking about retiring with $500,000 in 2025? Here's how smart spending, higher yields, and flexible strategies can help you make your nest egg last.
July 20, 2025 | By
Joel O'Leary
Why Robinhood Is Still One of the Best Brokers for Beginners
Robinhood has its flaws, but for new investors looking to start small and grow long term, it remains one of the easiest platforms to get started.
July 19, 2025 | By
James McClenathen
Do You Really Need $750,000 to Retire in 2025?
Wondering if $750,000 is enough to retire in 2025? Here's how rising yields, inflation, and your lifestyle choices affect your retirement plans.
July 19, 2025 | By
Joel O'Leary
This Is My Absolute Favorite Broker for New Investors
SoFi is one of the easiest, most rewarding platforms for new investors. It offers commission-free trades, IRAs with a match, and a sleek mobile app.
July 18, 2025 | By
Joel O'Leary
How I Double My Net Worth Every 10 Years
Here's how I use index funds and a simple math rule to double my net worth every decade -- without doing anything fancy.
July 17, 2025 | By
Jake FitzGerald
Want to Retire With $1 Million? Start With Just $200 a Month
Think $1 million is out of reach? With just $200 a month and a long runway, you can absolutely retire as a millionaire. Here's how the math works.
July 15, 2025 | By
Jake FitzGerald
Do You Really Need $5 Million to Retire in 2025?
Wondering if you need $5 million to retire in 2025? Here's how higher yields, lifestyle choices, and smart planning shape what you need for a comfortable retirement.
July 13, 2025 | By
Ryan Wilcox
4 Smart Places to Invest in July 2025
Make your money work harder this summer. Here are four smart places to invest now, plus how to get started.
July 12, 2025 | By
Joel O'Leary
What if You Invested Every Dollar You Spent on Subscriptions?
Could you cut some (or all) of your subscriptions and supercharge your savings instead? Here's how much the average person could earn by redirecting those dollars.
July 11, 2025 | By
James McClenathen
Do You Really Need $2 Million to Retire in 2025?
Is it true that you could need $2 million to retire comfortably? Find out how your lifestyle, inflation, and rising yields affect your retirement number.
July 8, 2025 | By
Ryan Wilcox
4 Red Flags That Your Retirement Plan Is Off Track
Many Americans fall behind on retirement without realizing it. Learn four key mistakes to avoid, and how to fix them.
July 7, 2025 | By
Jake FitzGerald
Do You Really Need $1 Million to Retire in 2025?
Wondering if you need $1 million to retire in 2025? Here's how inflation, rising yields, and your lifestyle affect your real retirement number.
July 6, 2025 | By
Joel O'Leary
Saving Just $12 Per Day Can Make You Rich. Here's How
A small daily habit of saving and investing can snowball into $1 million or more. Here's how to put compound interest to work for you.
July 2, 2025 | By
Joel O'Leary
4 Retirement Savings Mistakes You Can't Afford to Make
Simple changes today can lead to a stress-free retirement later. Here's how to avoid the biggest savings slip-ups.
June 28, 2025 | By
Joel O'Leary
5 Ways I Practice Stealth Wealth (While Still Living Large)
Living rich doesn't have to look rich. Here are five real-life stealth wealth strategies that help me grow money while still enjoying life.
June 24, 2025 | By
Jake FitzGerald
If You're in Your 40s With Less Than $150K Saved, Read This Now
Many 40-somethings haven't saved enough for retirement, but it's not too late to catch up. Here's what to do if you've got less than $150K saved.
June 17, 2025 | By
Jake FitzGerald
4 Smart Estate Planning Strategies the Ultra-Rich Swear By
Estate planning isn't just for the rich -- use these smart strategies to protect your assets, cut taxes, and ease the burden on your family.
June 15, 2025 | By
Joel O'Leary
Here's What a $1 Million Retirement Actually Looks Like
A $1 million retirement can be built in many ways -- with 401(k)s, IRAs, savings, and even real estate -- giving you flexibility and income for decades.
June 12, 2025 | By
Jake FitzGerald
Just Inherited a Fortune? Here's How the 1% Handle It
Inheriting a large sum? Here's how wealthy families protect, manage, and grow their windfalls – and how you can follow their lead.
June 12, 2025 | By
Jake FitzGerald
Don't Let the Courts Touch Your Estate -- Use This Legal Loophole Instead
Want to keep your money out of probate court? A revocable living trust lets you stay in control, skip delays, and protect your privacy -- here's how it works.
June 11, 2025 | By
Joel O'Leary
This Simple Move Could Add $1 Million to Your Retirement Fund
Just a couple hundred bucks a month, automatically invested, can quietly grow into over $1 million by retirement. Here's how.
June 11, 2025 | By
Jake FitzGerald
How to Give Millions of Dollars Tax-Free in 2025 -- Before the Window Closes
Wealthy families are coming to the end of a rare opportunity to move millions out of their estate -- without owing a dime in federal taxes. Find out the details.
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